Technology & Communications (46)
JPMorgan Said to Be Eyeing Blockchain-Based Deposit Token
- Thursday, 14 September 2023
- Technology & Communications
- Written by PFA News
JPMorgan Chase has begun the first steps of looking into a blockchain-based digital deposit token, according to a source with knowledge of the situation. So reports Bloomberg.
Read more...JPMorgan Files Trademark for AI Advisor Called IndexGPT
- Sunday, 04 June 2023
- Technology & Communications
- Written by PFA News
JPMorgan has filed a trademark application for IndexGPT, a tool that will use “cloud computing software using artificial intelligence” for “analyzing and selecting securities tailored to customer needs,” according to the filing. So reports CNBC.
Read more...UBS Buying Robo-advisor Wealthfront for $1.4B
- Tuesday, 01 February 2022
- Technology & Communications
- Written by PFA News
UBS is acquiring robo-advisor Wealthfront for $1.4 billion. The all-cash deal is being made to help UBS accelerate growth in the U.S. and make inroads with the next generation of affluent investors. So reports Bankrate.
Read more...Ellevest, a Robo-advisor Just for Women Investors
- Friday, 03 December 2021
- Technology & Communications
- Written by PFA News
Investing for retirement and other financial goals is different for women. That’s due to a variety of reasons, including a longer life expectance and potentially reduced earnings. So reports CNBC.
Read more...Top 10 Robo-Advisors Based on Assets Under Management
- Friday, 15 October 2021
- Technology & Communications
- Written by PFA News
Forbes Advisor recently compiled a list of the 10 Robo-Advisors with the most assets under management. The data comes from each firm’s form ADV filed with the SEC.
Read more...TD Bank Launches Robo-Advisor and Hybrid
- Friday, 15 October 2021
- Technology & Communications
- Written by PFA News
TD Bank has launched its first robo-advisor, TD Automated Investing, and hybrid advisor, TD Automated Investing Plus, the company announced.
Read more...CogniCor Launches Trio of AI-Powered Digital Assistants for FAs
- Saturday, 01 May 2021
- Technology & Communications
- Written by PFA News
CogniCor, a fintech firm, has launched three digital assistant tools to help financial advisors become more efficient. So reports Think Advisor.
Read more...Robo-advisors Moving to Hybrid Approach
- Saturday, 17 April 2021
- Technology & Communications
- Written by PFA News
As the robo-advisor industry continues to grow, some are turning to a hybrid model that combines human and digital advice. So reports CNBC.
Read more...Kake.com’s Top 7 Roboadvisors for 2021
- Saturday, 02 January 2021
- Technology & Communications
- Written by PFA News
Kake.com released its list of the top seven roboadvisors of 2021. It evaluated 19, taking into account management fees, account minimums, customer support and ease of use.
Read more...Tips for FAs on How to Tighten Cybersecurity Practices
- Saturday, 02 January 2021
- Technology & Communications
- Written by PFA News
In 2019, there were 3,800 publicly disclosed data breaches, resulting in the exposure of 4.1 billion personal records. And, while breaches happen in every industry, the financial sector is a prime target of hackers. So reports Advisor Hub.
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